Making a form easier to find in a project - Forms Tab

We are going to be expanding our team soon, and we have Asana very heavily integrated into our business. We are about to launch a handful of Forms, and I must be honest that they don’t make accessing the forms very intuitive.

I basically had to create a task in Asana titled “How do I find and use a Form?” for people to read to remind themselves where to find that form. That task gets created in every new project, from the project template.

Call me overly simplistic, but why can’t we just have a button at the top of the screen in all the various task views that says “FORMS”, instead of making them remember to click “Customize” and go start scrolling for the Forms?

Keep in mind that all new users of Asana are already confused as all-get-out about the difference between a task, project, template, portfolio, form, etc. Forms are supposed to make things easier, and they’re GREAT for that, but burying them under the “Customize” button is very unintuitive.

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I see where you’re coming from, but if Asana were to implement a “Forms” button, then the next person would ask for a separate “Rules” button, “Integrations” button, and so on.

Asana keeps it all under the same section so that there isn’t clutter on the screen… at least that is my assumption :man_shrugging:

Hi @Matt5, thanks for sharing your feedback with us! Not too long ago we did have a Forms tab alongside the project view tabs at the top of the project but after testing, our Product team decided to move Forms to the Customize menu.

That said, I’m moving your thread to the #productfeedback category for the time being to give you and other community members an option to vote for this feature!

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Mike, I’m not sure I agree with you.

Forms are very different than Rules and Integrations, and are used very differently.

Forms are designed specifically for an end-user. Designed by someone who is well-trained in Asana, but the end-user need not be. They just need to fill in the form and submit it. Thus, burying it makes it harder for the average/noob to find and implement. As an analogy, it’s kinda like putting the transmission shifter knob in the glove box.

With Rules and Integrations, those are utilized by people such as ourselves that are more experienced with Asana.

I don’t mind having to go into “Customize” to make a form. But the end-users who have the Project open should have a button at the top for “Use Forms in this Project”.

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Completely understand that. Maybe to even expand on that, is to have a customizable “menu” at the top right where users can toggle what they would like to see on the main project menu.

This way, if forms aren’t used in one’s workspace they don’t have to see it and vice versa

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That I can agree with!

Agreed that an easier way for team members to use forms from inside asana would be great.
My workaround is to always place a link to the form in the Project Description. This way its always available in the project when thy select either the overview tab or the information button at the top.

Unfortunately, my Form is in a Project Template that’s going to get used hundreds of times in the coming year. When I paste a link to the Form anywhere in that Project Template, it always takes people to the ORIGINAL Form, and the task created by that form shows up in the Project Template.

Unless something has changed since I first created this Template back in March this year, that prevents me from placing a link to it anywhere.

@Matt5, are you using the updated templates or the older templates? According to me the Forms feature is not currently in the new template, so this will probably change in the future when forms are supported.

I’m pretty sure I’m using the updated template form, I did the “conversion” yesterday. I had already made a form prior to the conversion and it seems to work just fine, we ran a few tests yesterday and they worked.

Hey all,

Ok, so how do I find a form when I can’t remember what project it’s in? And is it possible to add the form to another EXISTING project? Or do you have to re-create the form from scratch for every project?